
Industrials · Industrial Machinery & Supplies & Components
$78.13
+1.38%
Vol: 3.0M
Friday, June 19, 2026
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
Ingersoll Rand shares fell to a new 52-week low at $68.54 as investors digested Q1 results and updated 2026 guidance published on May 18, 2026. The company reported Q1 EPS of $0.77, above the consensus estimate of $0.74, with adjusted EBITDA of $469M (+2%) and margin of 25.4%. Fiscal 2026 guidance set at $3.450 to $3.570 per share. Evercore ISI lowered the price target to $84 from $94 on May 11. Insiders sold $32.8M in shares over three months indicating caution. The company also acquired Fox s.r.l., a hydropneumatic accumulator manufacturer, on April 30. A May 20 filing showed Beese Fulmer Investment Management reduced its position. Risk: stock down 9.6% over last 10 days; P/E of 49.5x trades 15% above 5-year median.
Ingersoll Rand shares dropped 3.4% on May 12, 2026, to $73.21, extending a 27.1% decline over the past 90 days, after several firms trimmed price targets following Q1 results. The company announced a strategic partnership with Garrett Motion to innovate in oil-free industrial technology. The board declared a regular $0.02/share quarterly dividend payable June 4 to holders of record on May 14. Analysts maintain a Moderate Buy consensus with a mean PT of $96.71. Director Michelle Swanenburg's 1,876 RSUs vested into common shares on May 5. Sentiment is cautious amid weak near-term performance but constructive on the partnership and longer-term setup.
Ingersoll Rand announced a strategic partnership with Garrett Motion in mid-May 2026 to co-innovate on oil-free industrial technology, broadening its core compressor/blower portfolio. Q1 2026 adjusted net income came in at $305 million ($0.77 per share, up 7%), with CEO Vicente Reynal calling out high single-digit Adjusted EPS growth and a maintained full-year 2026 guidance. The board declared a $0.02 quarterly cash dividend payable June 4, 2026 to holders of record May 14. On May 11, Evercore ISI lowered its price target to $84 from $94, and on May 12 Zacks Research cut Q2 2026 earnings estimates. Shares fell 3.4% to $73.21 on May 12 and traded as low as $70.23 on May 18, with the stock down 27.1% over the past 90 days. Risk: deceleration in short-cycle industrial demand is starting to test the long-running 'high single-digit grower' narrative.
On May 12, 2026, Ingersoll Rand announced a strategic partnership with Garrett Motion to co-develop advanced oil-free centrifugal compressor modules, with initial products targeted at select customers in 2026 and broader commercial rollout in 2027. Shares fell 3.4% to $73.21 the same day and continued lower, trading $70.23-$71.13 on May 18 with a market cap of $27.53B and a P/E of 47.41. Evercore ISI cut its price target to $84 from $94 on May 11. Q1 2026 results showed sales of $1,847.2M with adjusted EPS growth of 7% YoY and net income of $192.1M; FY26 organic revenue growth guidance of 2.5%-4.5% was maintained. Capital Research Global Investors disclosed a 7.5% passive stake (29.5M shares as of 3/31/2026). Director Michelle Swanenburg exercised 1,876 RSUs into common stock on May 5.
On May 12, 2026, Ingersoll Rand and Garrett Motion announced a strategic partnership to introduce oil-free industrial air-compression solutions, with initial products targeting select customers in 2026 and broader commercial rollout starting 2027. Shares fell 3.4% on May 12 to $73.21 as analysts cut targets: Evercore ISI to $84 from $94 on May 11 and Stifel to $85 from $90 on April 30. Ingersoll Rand also acquired Fox s.r.l. and XF s.r.l. on May 4. Q1 2026 adjusted EPS of $0.77 was up 7% YoY though organic revenue slipped 0.3% as 4.4% precision/science growth was offset by a 1.6% industrial technologies decline. Adjusted EBITDA was $469M with 25.4% margin. The board declared a $0.02 quarterly dividend payable June 4 (record May 14). The company returned ~$97M to shareholders via $89M buybacks and $8M dividends in Q1. FY26 guidance reaffirmed.
Ingersoll Rand announced a multiyear strategic partnership with Garrett Motion on May 12 to develop next-generation oil-free compressor technology for food, beverage, and life sciences verticals, with initial products in 2026 and broader rollout in 2027. Q1 2026 adjusted EPS rose 7% to $0.77 with adjusted EBITDA of $469M (margin 25.4%), though organic revenue dipped 0.3%. Shares fell 3.4% on May 12 to $73.21 and are down 12.21% over the past month. Evercore ISI lowered its PT to $84 from $94 on May 11. The company also acquired Fox s.r.l. and XF s.r.l. on May 4 and maintained full-year 2026 guidance.
Ingersoll Rand and Garrett Motion announced a multiyear strategic partnership on May 12 to advance next-generation oil-free compressor technology for industrial air systems, targeting food/beverage and life sciences verticals. Q1 2026 adjusted EPS grew 7% YoY to $0.77 on $1.85B sales, though organic revenue dipped 0.3%. The company acquired Fox s.r.l. on May 4 expanding metering/dosing capabilities and deployed $52M to Scinomix acquisition in Q1. Multiple analysts trimmed targets in late April (Stifel to $85, Baird to $103, Citi to $109, Barclays to $95). Shares declined 21% over 3 months to ~$75.
Ingersoll Rand reported Q1 2026 sales of $1,847.2 million and net income of $192.1 million, with adjusted EPS up 7% YoY to $0.77 though organic revenue fell 0.3%. The company maintained its full-year 2026 revenue growth guidance of 2.5%-4.5%. Evercore ISI lowered its price target to $84 from $94 on May 4, following multiple late-April price target cuts from Stifel, Baird, Citi, and Barclays. The recently announced Fox s.r.l. acquisition (April 28) expanded the company's metering and dosing capabilities. Shares are at $77.50, down 21.32% over three months, and trade at 51.7x earnings versus 28x for the US Machinery industry, signaling valuation risk.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| PHPARKER | $955.22 | +0.98% | +10.9% | 28.0x | 1.14 | $120.2B |
| ITWILLINOIS | $264.30 | +0.84% | +5.3% | 21.7x | 1.03 | $76.0B |
| GWWWW | $1,362.85 | +3.95% | +9.8% | 27.1x | 1.05 | $64.5B |
| IRINGERSOLL | $78.13 | +1.38% | +10.7% | 20.3x | 1.20 | $30.5B |
| DOVDOVER | $223.88 | +1.40% | +6.0% | 19.3x | 1.17 | $30.1B |
| OTISOTIS | $73.23 | +0.70% | +2.8% | 15.5x | 0.90 | $28.1B |
Price below 200d MA — bearish structure.